Tom R Helberg - Net Worth and Insider Trading
Tom R Helberg Net Worth
The estimated net worth of Tom R Helberg is at least $73,061 dollars as of 2024-06-10. Tom R Helberg is the Director of SB Financial Group Inc and owns about 5,279 shares of SB Financial Group Inc (SBFG) stock worth over $73,061. Details can be seen in Tom R Helberg's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Tom R Helberg has not made any transactions after 2019-06-21 and currently still holds the listed stock(s).
Transaction Summary of Tom R Helberg
Tom R Helberg Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Tom R Helberg owns 1 companies in total, including SB Financial Group Inc (SBFG) .
Click here to see the complete history of Tom R Helberg’s form 4 insider trades.
Insider Ownership Summary of Tom R Helberg
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SBFG | SB Financial Group Inc | 2019-06-21 | director |
Tom R Helberg Latest Holdings Summary
Tom R Helberg currently owns a total of 1 stock. Tom R Helberg owns 5,279 shares of SB Financial Group Inc (SBFG) as of June 21, 2019, with a value of $73,061.
Latest Holdings of Tom R Helberg
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SBFG | SB Financial Group Inc | 2019-06-21 | 5,279 | 13.84 | 73,061 |
Holding Weightings of Tom R Helberg
Tom R Helberg Form 4 Trading Tracker
According to the SEC Form 4 filings, Tom R Helberg has made a total of 2 transactions in SB Financial Group Inc (SBFG) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in SB Financial Group Inc is the acquisition of 388 shares on June 21, 2019, which cost Tom R Helberg around $6,198.
Insider Trading History of Tom R Helberg
- 1
Tom R Helberg Trading Performance
GuruFocus tracks the stock performance after each of Tom R Helberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tom R Helberg is -1.3%. GuruFocus also compares Tom R Helberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Tom R Helberg within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Tom R Helberg's insider trading performs compared to the benchmark.
Performance of Tom R Helberg
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.24 | | | | | |
| Relative Return to S&P 500(%) | -4.13 | | | | | |
Tom R Helberg Ownership Network
Tom R Helberg Owned Company Details
What does SB Financial Group Inc do?
Who are the key executives at SB Financial Group Inc?
Tom R Helberg is the director of SB Financial Group Inc. Other key executives at SB Financial Group Inc include CHAIRMAN & PRESIDENT & CEO Mark A Klein , EVP OF SUBSIDIARY Steven A. Walz , and EVP OF SUBSIDIARY Anthony Van Cosentino .
SB Financial Group Inc (SBFG) Insider Trades Summary
Over the past 18 months, Tom R Helberg made no insider transaction in SB Financial Group Inc (SBFG). Other recent insider transactions involving SB Financial Group Inc (SBFG) include a net purchase of 748 shares made by Mark A Klein , a net purchase of 800 shares made by George W Carter , and a net purchase of 800 shares made by Richard L Hardgrove .
In summary, during the past 3 months, insiders sold 200 shares of SB Financial Group Inc (SBFG) in total and bought 0 shares, with a net sale of 200 shares. During the past 18 months, 200 shares of SB Financial Group Inc (SBFG) were sold and 6,298 shares were bought by its insiders, resulting in a net purchase of 6,098 shares.
SB Financial Group Inc (SBFG)'s detailed insider trading history can be found in Insider Trading Tracker table.
SB Financial Group Inc Insider Transactions
Tom R Helberg Mailing Address
Above is the net worth, insider trading, and ownership report for Tom R Helberg. You might contact Tom R Helberg via mailing address: 30600 N. Pima Rd., Unit 50, Scottsdale Az 85266.
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